See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,005 | $102,966-99.0% | $90,281-98.9% | $152,861-99.3% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.4%-6.3pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $179 | $3,139-94.3% | $2,854-93.7% | $4,762-96.2% |
| Participant deferral / active EE | $532 | $4,281-87.6% | $3,885-86.3% | $5,850-90.9% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |